RIA Intelligence

LIPPER & COMPANY, L.P.

CRD #30161 SEC #801-41381 NEW YORK, NY 212-883-6333
SEC Registered Broker-Dealer
Total AUM
$1.2B
Discretionary
$1.2B
Employees
--
Clients
--
Accounts
32

Firm Details

Organization Type
Partnership
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 5, 2001
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BIDERMAN, ABRAHAMIEXECUTIVE VICE PRESIDENTNA Control
BLOCK, LAWRENCE STEVENICHIEF LEGAL OFFICER, COMPLIANCE OFFICERNA Control
FINKEL, STEVENIEXECUTIVE VICE PRESIDENTNA Control
JACKSON, VIVIEN CHARLESIEXECUTIVE VICE PRESIDENTNA
LIPPER & COMPANY, INC.DEGENERAL PARTNERNA Control
STRAFACI, EDWARD JOSEPHIEXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICERNA Control
LIPPER, KENNETHILIMITED PARTNER; PRESIDENT; CHAIRMAN; CHIEF EXECTUIVE OFFICERD Control
LIPPER, DANIELLAILIMITED PARTNERB
LIPPER, JOANNA HELENEILIMITED PARTNERB
LIPPER, JULIEILIMITED PARTNERB
LIPPER, TAMARAILIMITED PARTNERB

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LIPPER, KENNETHILIPPER & COMPANY, INC.D Control

Registrations

Federal

IA
Oct 5, 2001 REGISTERED

Notice Filings (2)

CA NY

Address

101 PARK AVENUE
6TH FLOOR
NEW YORK, NY 10178
USA
Phone: 212-883-6333